Bloomberg Businessweek Forge Global CEO Kelly Rodriques on SpaceX and the IPO Outlook
Jan 29, 2026
Kelly Rodriques, CEO of Forge Global and leader in private-market infrastructure, explains trends shaping private markets. She discusses Schwab’s acquisition impact, rising retail access via a new megacorn fund, and why companies delay IPOs. Kelly highlights sustained investor fascination with SpaceX and growing interest in defense and aerospace.
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Private Markets Going Mainstream
- Private markets are moving mainstream as retail platforms seek to provide access to them.
- Forge and Schwab see broad investor demand reshaping who can participate in private investing.
AI Is The Davos Topic
- AI dominates conversations at Davos and many leading AI companies remain private.
- Forge tracks 19 of the largest private AI companies, highlighting concentrated private-market interest.
Defense And Aerospace Surge
- Defense and aerospace was the number-two sector with huge gains, not just SpaceX.
- Multiple companies like Anduril and others drove a 140% sector increase this year.